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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
5026
JDM Financial Group
Texas
$159K – – –
HIA
5027
HFM Investment Advisors
New Jersey
$157K +$63.4K +95 +66%
CCMI
5028
Creative Capital Management Investments
California
$156K +$11.4K +17 +8%
IWM
5029
IMG Wealth Management
Florida
$155K +$68.1K +102 +77%
SC
5030
Swan Capital
Florida
$154K -$83.5K -125 -35%
CFG
5031
Clayton Financial Group
Missouri
$152K +$79.5K +119 +106%
TBFA
5032
Three Bearings Fiduciary Advisors
New Hampshire
$152K +$142K +212 New
JGCM
5033
Joseph Group Capital Management
Ohio
$152K +$154K +230 New
KC
5034
Knuff & Co
California
$149K +$100K +150 +200%
IWP
5035
IAG Wealth Partners
Wisconsin
$147K -$33.4K -50 -18%
SA
5036
Seneschal Advisors
Washington
$146K -$668 -1 -0.5%
VWWMG
5037
Vermillion & White Wealth Management Group
Pennsylvania
$145K +$38.7K +58 +36%
PCR
5038
Potrero Capital Research
California
$144K +$146K +218 New
AP
5039
Aspect Partners
Virginia
$143K +$23.4K +35 +19%
LWMI
5040
Legacy Wealth Management (Idaho)
Idaho
$140K +$38.7K +58 +38%
HFS
5041
Horizon Financial Services
North Carolina
$138K +$16K +24 +13%
HWM
5042
HighMark Wealth Management
Minnesota
$138K +$17.4K +26 +14%
EWM
5043
Evolution Wealth Management
Florida
$138K +$33.4K +50 +32%
CC
5044
Copos Capital
$135K +$136K +204 New
WFA
5045
West Financial Advisors
Iowa
$133K +$11.4K +17 +9%
RCM
5046
Richardson Capital Management
Wisconsin
$133K +$1.34K +2 +1%
GG
5047
Gleason Group
Kentucky
$132K -$33.4K -50 -20%
SFAM
5048
Sawyer Falduto Asset Management
Illinois
$131K +$132K +198 New
TFG
5049
Team Financial Group
California
$130K – – –
PP
5050
Pacifica Partners
Canada
$129K +$13.4K +20 +11%
200 201
202
203 204